The White House just revealed the next critical investment theme.
President Trump’s new executive order restricting certain foreign-made transformers and grid equipment could be a game changer for these 10 U.S. stocks.
1. $TE | U.S. solar manufacturing. Developing its G2_Austin solar-cell facility to strengthen the U.S. solar supply chain. Q2 2026 net sales up 88% YoY.
For those who missed it, two massive $BABA insider buys today:
CEO Eddie Wu bought roughly $5 million 💰
Chairman Joe Tsai bought roughly $10 million 💰
At the same time, Michael Burry said he’s no longer interested in Alibaba unless the stock falls another 50%.
Management clearly believes it’s undervalued here.
Burry clearly doesn’t.
Choose your fighter.
$SLV - Multi month break above the 100SMA for the first time since late May. This is a trend reversal and I wold like 64.91 fib reclaimed for an eventual target into 70-80.
70 gamma is the largest magnet above 64.91/65
data @_marketmono
$SPY $QQQ
The new @unusual_whales Heat Maps let you see gamma by strike and expiration.
That matters because not every gamma level should be treated the same.
A huge level expiring soon can matter a lot more for a short term setup than a level sitting months out.
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This is going to be one of the main @unusual_whales education videos I point people to for learning the new Heat Maps.
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Wouldn’t it be funny if the next leg of the AI infrastructure recovery came from former Bitcoin mining infrastructure?
I’m still comfortably long $CORZ from $9, and $GLXY is catching my attention again now.
Both are seeing aggressive options flow today, after waves of quiet accumulation last week 🌊
These companies spent years securing the land, power, cooling, and infrastructure needed for Bitcoin mining.
Now, those same scarce assets are being repurposed for AI data centers.
Meanwhile, hard assets and commodity miners have been catching a solid bid lately.
That puts these names at an interesting intersection: AI growth on one side, power and commodity scarcity on the other.
Many investors still view this trade as Bitcoin beta rather than AI infrastructure btw..
That might be exactly why the theme still has legs.
$INTC Intel Massive $1.18B Darkpool Print at $97.71.
This is a must read if you own Intel.
On August 11th, Intel printed 12.06 million shares in the dark pool at $97.71. That is roughly $1.18 billion in notional and 10.81% of average daily volume.
Total volume that day hit 164 million shares. The stock opened near $96.78, traded $95.35-$98.35, and closed exactly at the print.
$97.71 has not been touched since.
Price moved higher in the sessions that followed and has held well above it.
Dark pools are where institutions move size without showing their hand on the open market. When the notional gets into the $1B+ range and represents a high percentage of average volume, it has historically marked serious accumulation on Intel.
I have tracked Darkpool's for a while on Intel and every time I see $1B in prints, my eyes get wider. This is not the first time Intel has seen billion-scale dark pool activity, and the follow-through has been consistent:
- December 20th, 2025: $1.4B dark pool premium printed at $36.82. The stock later ran to $54.
- April 29th: $1.1B+ dark pool print at $84.52. That level was flagged at the time as another major institutional footprint.
- Earlier instances of $500M+ prints (including one near $20 that led to a move toward $32, and activity around $48.78 in late Jan.) also preceded meaningful upside.
Every time Intel has seen $500M-$1B+ dark pool activity at a key level, meaningful upside has followed. The August 11th print at $97.71 is the latest in that sequence.
Large dark-pool prints at key levels have repeatedly acted as accumulation zones that Intel left behind on the way higher.
The print landed on the same day Intel upsized and priced its $20 billion equity offering at $95. The deal was heavily oversubscribed. Institutions receiving allocations often continue buying in the secondary market or dark pools to build larger positions. A $1.18B off-exchange print right at the close, just above the offering price, lines up with that behavior.
On the same day, CEO Lip-Bu Tan bought 105,263 shares at exactly $95 through a family trust, a $10 million cash purchase at the same price the institutions paid in the deal.
This is a convergence of $1.18B dark-pool print at $97.71, plus oversubscribed $20B raise at $95, plus CEO buying $10M at the offering price.
The level has held as support ever since. Same pattern that has preceded significant upside moves on Intel in the past.
Data / screenshot from @ChartsRUs0 h/t